LWM
Liberty Wealth Management’s iShares Core Total USD Bond Market ETF IUSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.4M | Buy |
311,493
+1,533
| +0.5% | +$70.9K | 2.26% | 13 |
|
|
2025
Q1 | $14.2M | Sell |
309,960
-384
| -0.1% | -$17.6K | 2.73% | 10 |
|
|
2024
Q4 | $13.9M | Sell |
310,344
-18,542
| -6% | -$833K | 2.32% | 9 |
|
|
2024
Q3 | $15.5M | Sell |
328,886
-312,020
| -49% | -$14.7M | 2.63% | 9 |
|
|
2024
Q2 | $14.5M | Buy |
640,906
+315,002
| +97% | +$7.13M | 2.66% | 9 |
|
|
2024
Q1 | $14.8M | Buy |
325,904
+65,379
| +25% | +$2.97M | 2.89% | 7 |
|
|
2023
Q4 | $12M | Sell |
260,525
-24,638
| -9% | -$1.13M | 2.57% | 10 |
|
|
2023
Q3 | $12.5M | Sell |
285,163
-44,180
| -13% | -$1.93M | 3.1% | 8 |
|
|
2023
Q2 | $15M | Buy |
329,343
+16,891
| +5% | +$768K | 3.7% | 6 |
|
|
2023
Q1 | $14.4M | Buy |
+312,452
| New | +$14.4M | 2.98% | 6 |
|
|
2022
Q3 | $13.4M | Buy |
301,096
+28,354
| +10% | +$1.26M | 3.57% | 7 |
|
|
2022
Q2 | $12.8M | Sell |
272,742
-1,054
| -0.4% | -$49.3K | 5.17% | 4 |
|
|
2022
Q1 | $13.6M | Buy |
+273,796
| New | +$13.6M | 4.9% | 4 |
|
|
2021
Q4 | – | Sell |
-141,979
| Closed | -$7.56M | – | 28 |
|
|
2021
Q3 | $7.56M | Buy |
141,979
+13,101
| +10% | +$698K | 2.7% | 7 |
|
|
2021
Q2 | $6.89M | Buy |
128,878
+46,470
| +56% | +$2.48M | 2.68% | 8 |
|
|
2021
Q1 | $4.47M | Hold |
82,408
| – | – | 2.18% | 10 |
|
|
2020
Q4 | $4.47M | Buy |
+82,408
| New | +$4.47M | 2.19% | 10 |
|